AssetMark Inc’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $37K | Buy |
703
+67
| +11% | +$4.27K | ﹤0.01% | 2000 |
|
|
2026
Q2 | $46K | Buy |
636
+196
| +45% | +$12.3K | ﹤0.01% | 1861 |
|
|
2026
Q1 | $26K | Buy |
440
+57
| +15% | +$3.53K | ﹤0.01% | 1967 |
|
|
2025
Q4 | $20.4K | Sell |
383
-84
| -18% | -$4.24K | ﹤0.01% | 1996 |
|
|
2025
Q3 | $24K | Sell |
467
-1
| -0.2% | -$51 | ﹤0.01% | 1867 |
|
|
2025
Q2 | $21.9K | Sell |
468
-798
| -63% | -$33.4K | ﹤0.01% | 1786 |
|
|
2025
Q1 | $47.8K | Buy |
1,266
+125
| +11% | +$5.46K | ﹤0.01% | 1450 |
|
|
2024
Q4 | $52.7K | Buy |
1,141
+16
| +1% | +$834 | ﹤0.01% | 1410 |
|
|
2024
Q3 | $59.5K | Buy |
1,125
+127
| +13% | +$7.02K | ﹤0.01% | 1247 |
|
|
2024
Q2 | $54.7K | Sell |
998
-501
| -33% | -$29.7K | ﹤0.01% | 1219 |
|
|
2024
Q1 | $96.5K | Sell |
1,499
-13
| -0.9% | -$762 | ﹤0.01% | 1053 |
|
|
2023
Q4 | $86.9K | Sell |
1,512
-3,594
| -70% | -$186K | ﹤0.01% | 1065 |
|
|
2023
Q3 | $294K | Buy |
5,106
+3,682
| +259% | +$219K | ﹤0.01% | 815 |
|
|
2023
Q2 | $85.2K | Buy |
1,424
+514
| +56% | +$25.5K | ﹤0.01% | 980 |
|
|
2023
Q1 | $44K | Hold |
910
| – | – | ﹤0.01% | 1060 |
|
|
2022
Q4 | $38.9K | Hold |
910
| – | – | ﹤0.01% | 1095 |
|
|
2022
Q3 | $27K | Hold |
910
| – | – | ﹤0.01% | 1080 |
|
|
2022
Q2 | $25K | Buy |
910
+725
| +392% | +$24.1K | ﹤0.01% | 1078 |
|
|
2022
Q1 | $7K | Buy |
185
+60
| +48% | +$2.48K | ﹤0.01% | 1235 |
|
|
2021
Q4 | $5K | Buy |
+125
| New | +$5.61K | ﹤0.01% | 1247 |
|
|
2021
Q2 | – | Sell |
-156
| Closed | -$7K | – | 1535 |
|
|
2021
Q1 | $7K | Buy |
156
+20
| +15% | +$820 | ﹤0.01% | 969 |
|
|
2020
Q4 | $5K | Sell |
136
-46
| -25% | -$1.36K | ﹤0.01% | 1033 |
|
|
2020
Q3 | $4K | Sell |
182
-49
| -21% | -$958 | ﹤0.01% | 1018 |
|
|
2020
Q2 | $4K | Buy |
231
+117
| +103% | +$1.86K | ﹤0.01% | 991 |
|
|
2020
Q1 | $2K | Sell |
114
-38
| -25% | -$860 | ﹤0.01% | 1206 |
|
|
2019
Q4 | $5K | Buy |
152
+4
| +3% | +$112 | ﹤0.01% | 1114 |
|
|
2019
Q3 | $4K | Buy |
148
+2
| +1% | +$55 | ﹤0.01% | 1086 |
|
|
2019
Q2 | $5K | Buy |
146
+41
| +39% | +$1.26K | ﹤0.01% | 1063 |
|
|
2019
Q1 | $3K | Buy |
105
+6
| +6% | +$190 | ﹤0.01% | 1138 |
|
|
2018
Q4 | $3K | Sell |
99
-11
| -10% | -$352 | ﹤0.01% | 1181 |
|
|
2018
Q3 | $4K | Sell |
110
-14
| -11% | -$569 | ﹤0.01% | 1205 |
|
|
2018
Q2 | $5K | Sell |
124
-1
| -0.8% | -$40 | ﹤0.01% | 1171 |
|
|
2018
Q1 | $5K | Sell |
125
-2
| -2% | -$87 | ﹤0.01% | 1161 |
|
|
2017
Q4 | $6K | Buy |
+127
| New | +$5.85K | ﹤0.01% | 1224 |
|
Other funds holding TEX
AssetMark Inc's TEX Position: Q3 2026 in Review
AssetMark Inc increased its Terex (TEX) stake by 11% in Q3 2026, buying an estimated $4.27K and bringing the position to 703 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.
AssetMark Inc first reported a position in TEX in Q4 2017 and has held it in 34 quarters since. The position peaked at $294K in Q3 2023. 182 funds tracked by Wall St. Rank hold TEX as of Q3 2026.
- AssetMark Inc held 703 shares of Terex worth $37K as of Q3 2026.
- AssetMark Inc bought 67 Terex shares in Q3 2026, an estimated $4.27K.
- Terex made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2000 holding.
- AssetMark Inc first reported a position in Terex in Q4 2017 and has held it in 34 quarters since.
- AssetMark Inc's Terex position peaked at $294K in Q3 2023.
- 182 funds tracked by Wall St. Rank held Terex as of Q3 2026.
Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.